Who is Matthew Wallis? Overview
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Quick answer
Matthew Wallis is listed as Investment Data Analyst at Vanguard, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Matthew Wallis.
Matthew Wallis previously worked as Investment Associate at Edelman Financial Engines and Service Delivery at Edelman Financial Engines. Matthew Wallis holds Master Of Business Administration - Mba from Creighton University.
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Email format at Vanguard
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Vanguard
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Profile bio
About Matthew Wallis
Experienced asset management professional optimizing scalable portfolio management and data operations. Delivers actionable insights and custom solutions reducing risk and cost. Thrives in fast-paced, concurrent priorities that require immediate problem-solving. Builds relationships cross-functionally, driving process improvementTechnical Skills: Jira | Confluence | Microsoft Office | Excel | Pivot Tables | Lookups | VBA | SQL | R | Python | Tableau | eVestment | Lipper Refinitiv | Bloomberg | Morningstar Direct Soft Skills: Agile | Data Analysis | Continuous Process Improvement | Project Management | Risk Assessment | System Enhancement | Cross-Functional | Relationship Building | Communication
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Matthew Wallis's current company
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4 roles
Matthew Wallis work experience
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Investment Associate
Performed monthly returns-based style analysis for over 27K funds, updated retirement glidepaths, and reviewed portfolio optimizations to provide retirement advice for over 1.3 million clients.Built relationships cross-functionally. Created custom solutions driving process improvement to streamline business processes. Managed multiple concurrent priorities delivering timely reports, service agreements, and production system updates.
Oct 2019 - Mar 2023
Service Delivery
Collaborated with portfolio management to rebalance participants’ portfolios under market-sensitive deadlines and urgent investment style changes. Welcomed firm-wide culture shift from Waterfall to Agile. Investigated system code for inefficiencies, categorized discoveries as enhancements or software bugs, and assessed severity and prioritization. Engaged in minimum viable product releases and closely monitored production environment updates following launch.
Aug 2013 - Oct 2019
Ios Advisor
• Piloted Apple's AppleCare iOS Advisor college program remotely at home• Delivered outstanding customer care, technical support, and troubleshooting assistance on Apple products and software• Maintained all required service level agreements, including 100% customer satisfaction surveys• Leader of weekly team member video conferences• Served as a mentor and providing guidance and advice to new recruits
May 2009 - May 2011
3 education records
Matthew Wallis education
Master Of Business Administration - Mba
Master Of Science - Investment Management And Financial Analysis (Mimfa)
Bachelor Of Science - Bs, Economics
FAQ
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What company does Matthew Wallis work for?
Matthew Wallis works for Vanguard.
What is Matthew Wallis's role at Vanguard?
Matthew Wallis is listed as Investment Data Analyst at Vanguard.
Where is Matthew Wallis based?
Matthew Wallis is based in Phoenix, Arizona, United States while working with Vanguard.
What companies has Matthew Wallis worked for?
Matthew Wallis has worked for Vanguard, Edelman Financial Engines, and Apple.
How can I contact Matthew Wallis?
You can use AeroLeads to view verified contact signals for Matthew Wallis at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Matthew Wallis attend?
Matthew Wallis holds Master Of Business Administration - Mba from Creighton University.
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